Budgets - Hiding Accounts Not of Interest

[Bill Starrs]

Good morning all,

I must say I agree with David on this one.  I would explicitly choose
accounts to include in a given budget.  For the UI I would see the
indented account list with a checkbox column for inclusion in the budget
with the typical "Select All", "Select None" buttons to speed things up.
Some users will want to budget a majority of accounts, others that are
mainly interested in personal discretionary spending will have a very
small % to worry about.

It would be useful as well to be able to lump things together in budget
categories that do not necessarily align to the account heirarchy.  I
have to do this at work where my reports from the accounting system show
spending in many small G/L accounts.. maybe 30 of them are concerned
with facilities maintenance.  At the budget level, I care about
facilities maintenance as a whole.  Our ERP system does not take care of
this for sure, I need to extract and consolidate in Excel.  Would be nice
if that feature were in the application instead of having to
post-process.


On Thu, Dec 31, 2015 at 06:22:16AM +0000, David T. wrote:
> Matt, 
> I know about hiding accounts. The thing is, I have a large number of accounts that I actively but sporadically use. Hiding them is not an appropriate solution. I have many such accounts that I don't want to include in a budget.
> Perhaps the first step for a budget could be to select the accounts to include, after which only those accounts would display in the budget window? 
> David
> 
>  
>  
>   On Wed, Dec 30, 2015 at 20:50, Matt Graham<matt_graham2001 at hotmail.com> wrote:   G’day Billy and Dale,
> 
> Still processing the massive wealth of comments provided by yourselves and others! Slow going – lots of considerations going in all directions.
> 
> Both of you mentioned that you want the ability to hide specific accounts within the budget view when you aren’t interested in budgeting for them. Are you aware of the current way to ‘hide’ accounts within Gnucash? I’d love to know if this achieves your purpose or if you believe further hiding is required.
> 
> How to:
> From the Account tree (main account view, not the budget view) when you right click and go ‘edit account’ the edit account window pops up. In this window is a checkbox “Hidden”. A Hidden account is typically still shown (I think this is the default), unless you go to “View” => “Filter by...”, then click on the “Other” Tab. If you unselect the “Show hidden accounts” box, then you wont see the hidden accounts. 
> 
> Note that the showing/hiding of Accounts selected as “Hidden” is done separately for each display. In other words you can have hidden accounts shown in your main account tree, but not shown in your budget screen. Thus you will effectively only show accounts you are interested in within the budget whilst keeping everything for overall transaction viewing. 
> 
> Another option is to set accounts not of interest to zero, then (in the same area) unselect “Show zero total accounts”. that way the zero value accounts not of interest wont be shown.
> 
> Would this solve what you were requesting in terms of only showing the budgeted accounts you are interested in?
> 
> Cheers,
> 
> Matt G
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